https://padlet.com/nicolewilson9/dypntqltt8cvq7ry en-us 2023-03-22 16:40:22 UTC 2025-10-18 16:46:59 UTC hello@padlet.com nicolewilson9 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527482151 Proactive outreach, sharing updates but also news and opportunities as they arise, setting an intention for each relationship, tracking touchpoints in SF]]> 2023-03-22 16:44:03 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527482151 nicolewilson9 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527706922 We all know where to go for what we need (clarity/training around where things are saved like budgets, legal docs). Maybe there is a "glossary" of sorts that we create that directs us where things are stored (because it's hard to remember). 

Making time to get trained as a team on things we need training for.

Salesforce rebuild is informed by team and product in FY24 helps us better manage our opportunities and engagement.

Team meetings have a clear purpose (rather than a place to mostly share updates) ahead of time so everyone can prepare as needed and we can workshop things together.]]> 2023-03-22 19:25:10 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527706922 nicolewilson9 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527712083 Sharing funding opportunities with nonprofit partners that are smaller; joint applications/asks with partners; looking into government grants more as a new type of funding that brings $$ into Dallas]]> 2023-03-22 19:29:42 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527712083 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527712824 Targeted stewardship with an understanding on each investors specific interests. Consistent communications concerning Commit updates.]]> 2023-03-22 19:30:26 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527712824 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527713127 Systemized, but natural communications; increased collaboration/communication with program teams; increased capacity/tools/resources for delivering events; X% increase in donor engagement survey;  ]]> 2023-03-22 19:30:44 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527713127 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527715169 Targeted PD based on each of our focus areas that we can report back on and share; Increased systemization and collaboration with other teams (e.g. Comms) on Salesforce; Streamlined communications channels and segmented investor audiences.]]> 2023-03-22 19:32:33 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527715169 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527715211 Understanding the broader networks that our funders exist within and how they relate and overlap with each other (e.g. what groups of national funders are focusing in Texas)]]> 2023-03-22 19:32:35 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527715211 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527715332 Portfolio managers creating cultivation/stewardship plans for each investor (or tiers of investors) that include casual get-to-know you meetings, personal outreach via notes, intentional outreach/emails.]]> 2023-03-22 19:32:41 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527715332 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527716630 Defining core capabilities for all team members and for roles and then identifying PD (indiv and team) opportunities]]> 2023-03-22 19:33:57 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527716630 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527716675 improving processes to build capacity, improve inter-departmental systems, and remove double work ]]> 2023-03-22 19:34:00 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527716675 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527717955 Create more opportunities to connect PBOs to Commit funders as appropriate; continue to sub grant; provide access to fundraising training/ mentorship/ networking]]> 2023-03-22 19:35:16 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527717955 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527718907 A Salesforce instance that reflects the way we need to think about our work, rather than a "check the box" process step with little tangible benefit of spending time in it.]]> 2023-03-22 19:36:21 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527718907 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527719019 improved payments/revenue tracking process that includes more clear and consistent communication between teams to ensure all incoming dollars are tracked accurately and in a timely manner ]]> 2023-03-22 19:36:28 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527719019 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527719094 More cross-role, cross-portfolio collaboration

Systems and processes that allow for more proactive, solution-focused problem solving

Team members know where to go to find key documents/knowledge and what to do if they are "stuck"


]]> 2023-03-22 19:36:32 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527719094 nicolewilson9 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527719736 Leveraging Intacct (accountings system) for better revenue tracking; understanding if we will still need to track Opp2040 fundraising in FY24 or not]]> 2023-03-22 19:37:07 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527719736 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527720641 Embed and systemize the work from the greater ecosystem into investor comms (kind of like the bright spot blogs that Comms does, but maybe focused on other nonprofits rather than students or educators); explore avenues to increase awareness of other nonprofits among new or Op40 investors that might not have been previously exposed.]]> 2023-03-22 19:37:59 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527720641 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527721795 Finding the balance between systems that give us what we need to work effectively, but not overengineering things or adding a lot of additional work through process steps. Whatever systems we build need to be flexible enough to adapt to our changing work without needing to re-build them all the time.]]> 2023-03-22 19:39:00 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527721795 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527722565 Identifying high-quality PD opportunities that are aligned to our work]]> 2023-03-22 19:39:48 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527722565 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527725478 Being really clear on how core/Opp2040 expenses and revenue are braided together]]> 2023-03-22 19:42:38 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527725478 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527726504 Streamlined systems.]]> 2023-03-22 19:43:36 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527726504 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527726568 Standard procedures for creating and documenting grant budgets, even when the funder submissions might all look a little different]]> 2023-03-22 19:43:39 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527726568 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527727730 Checks and balances on budget increases/revisions, with time spent understanding wider implications of changes]]> 2023-03-22 19:44:50 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527727730 nicolewilson9 https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527744016 Relationships yield better engagement (measured through open rates/event attendance, investments in a specific area)]]> 2023-03-22 19:59:08 UTC https://padlet.com/nicolewilson9/dypntqltt8cvq7ry/wish/2527744016